Clients working with a financial advisor follow a tiered fee schedule based on each client’s total contributions, starting at 0.95% and decreasing to 0.40% at higher amounts. Advisory firms are eligible for wholesale fee discounts ranging from 5% to 20%, depending on total firm assets contributed to Cache exchange funds.
Firms can unlock wholesale fee discounts by reaching these client asset tiers: Silver ($1M+), Gold ($10M+), and Platinum ($100M+). Once a firm reaches a new tier, the revised discounts apply to all of its clients during the next monthly billing cycle.
A summary of the firm’s current pricing is available in the Advisor Portal on the home page.